Next Meeting:
Wednesday, September 18, 2024
Unique Considerations in Working with Corporate Trustees
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September 18, 2024
Amanda Gargis and Kendal Dobra, Bank of America Private Bank
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November 20, 2024
Elder Law Planning
A. Frank Johns, Booth Harrington and Johns of NC PLLC
January 15, 2025
Economic Update
Niles Greene, SVP Investment Manager with Truist Wealth
March 19, 2025
Panel on SLAT Planning/2025 Estate Exemption Sunset
Bradley Jacobs, Tuggle Duggins PA, Chris Genheimer, Carruthers and Roth
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